McNamaraOnMoney

McNamaraOnMoney

By McNamara FinancialBusiness
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McNamaraOnMoney episodes

  • Community living as you age, with Lara Shea - Part 1 of 2
    This week join Alyssa McNamara Reed, CFP® and her guest Lara Shea, CEO of RiverMead Lifecare, for a discussion about community living as you age.
    Alyssa McNamara Reed, CFP®is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
    Lara Shea has enjoyed working in senior living since high school.  In fact, she was on RiverMead’s opening team back in 1995, working for two years as a dining room server.  Since then, Lara has worked her way up in the senior living field, working as an Activities Assistant, Sales and Marketing Assistant, Admissions and Marketing Director, Memory Care Director, Assistant Executive Director, CEO of Scott-Farrar at Peterborough and today as CEO of RiverMead. Lara was born and raised in Peterborough, NH.  She received her bachelor’s degree in Public Relations from the University of Rhode Island and her master’s degree in Eldercare Administration from Lasell College in Newton, MA. Currently, Lara proudly serves on the following boards - LeadingAge Maine and New Hampshire and chairs the Education Committee, Monadnock Employee Forum, ConVal High School Region 14 ATC Regional Advisory Committee and South Peterborough TIF Advisory Board.  In addition, she is an adjunct professor at Franklin Pierce University. Lara and her husband Jamieson live in Peterborough.
    You can find RiverMead lifecare online at https://www.rivermead.org/.
    McNamara Financial is an independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
    COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    23 min
  • HR and Employee Benefits with Pat Haraden - Part 2 of 2
    This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR and Employee Benefits.
    McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
    COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    26 min
  • HR and Employee Benefits with Pat Haraden - Part 1 of 2
    This week, join guest host Patrick Haraden, Employee Benefits and Risk Management Strategist at Arthur J. Gallagher (ajg.com/locations/massachusetts/boston-longfellow/) for a discussion about HR and Employee Benefits.
    McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
    COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    21 min
  • Annuities For Income - Part 2 of 2
    This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you.
    Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
    Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
    COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    27 min
  • Annuities For Income - Part 1 of 2
    This week join Justin McNamara, CFP® and Alyssa McNamara Reed, CFP® and for a discussion about what an annuity is and how it might generate income for you.
    Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
    Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
    COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    23 min
  • Divorce, with Allison Walsh - Part 2 of 2
    This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning.
    Alyssa McNamara Reed, CFP®, is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
    McNamara Financial is an independent financial planning firm with 30+ years of experience..
    COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    27 min
  • Divorce, with Allison Walsh - Part 1 of 2
    This week, join Alyssa McNamara Reed, CFP® and her guest Allison Walsh, Family Law Attorney with Walsh Law Office, for a discussion about divorce and financial planning.
    Alyssa McNamara Reed, CFP®, is a financial planner with a passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
    McNamara Financial is an independent financial planning firm with 30+ years of experience..
    COME SEE WHAT IT’S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    23 min
  • Assessing Investment Risks - 2 of 2
    Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments.
    Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
    Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    To schedule a visit with the team at McNamara Financial, be sure to visit:
    https://mcnamarafinancial.com/contact
    McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
    COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    48 min
  • Assessing Investment Risks - 1 of 2
    Join Alyssa McNamara Reed, CFP®, along with her brother and business partner Justin McNamara, CFP® for a discussion about assessing risk when it comes to your investments.
    Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees.
    Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees.
    To schedule a visit with the team at McNamara Financial, be sure to visit:
    https://mcnamarafinancial.com/contact
    McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
    COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY.
    http://mcnamarafinancial.com/
    47 min
  • How Much Money Can I Take Out of My Nest Egg? - Part 2 of 2
    Join Mike McNamara, Ph.D., CFP® for a discussion about withdrawing money from your nest egg for retirement.
    Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired, and works with legacy clients and select others.
    To schedule a visit with the team at McNamara Financial, be sure to visit:
    https://mcnamarafinancial.com/contact
    McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
    Come, see what it's like to work with a Fiduciary!
    http://mcnamarafinancial.com/
    26 min

About McNamaraOnMoney

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McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.

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